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Customer Service Representative

Law Offices of Tyler Q. Dahl

Customer Service Representative

Sacramento, CA
Full Time
Paid
  • Responsibilities

    We’re seeking a positive, personable certified paralegal for a rewarding career opportunity! You’ll work directly with our attorneys and senior paralegals in Trusts and Estates (Trust Administration, Estate Planning, and Probate), as well as Business/Corporate Law (business formation and compliance). We welcome applicants who are interested in upward mobility, a positive work environment, and can’t wait to get started! The is a full-time position (40 hours per week). We offer 401(k) matching, health/dental/vision insurance, and a flexible work schedule (qualifications apply). The position is open to entry-level paralegals. Responsibilities: • Answer incoming calls and emails on questions regarding cases, as well as communicate with clients regarding the information needed for cases • Interact with financial institutions and insurance companies regarding assets for client cases • Work with law firm staff to streamline and contribute to law firm operations • Complete financial and insurance documents regarding client cases • Prepare and file compliance paperwork regarding business entities (corporations, LLCs, etc.) • Assist attorneys and paralegals in drafting business documents, such as Operating Agreements, written consents, and stock/membership certificates • Draft petitions and other court documents for probate and trust administration court cases • Prepare documents relating to trust administration cases Qualifications: Must possess exemplary interpersonal skills, communication skills, and active listening skills Must have graduated high school, received a G.E.D. or equivalent Experience working in a customer-oriented atmosphere • Basic knowledge regarding financial account titling, as well as insurance policy and retirement account beneficiary designations • Must have an extremely high degree of attention to detail • Spanish fluency/proficiency is a plus (but not required) • Certification as a paralegal, or currently studying to become a paralegal Compensation: $16 - $18 hourly

    • Answer incoming calls and emails on questions regarding cases, as well as communicate with clients regarding the information needed for cases • Interact with financial institutions and insurance companies regarding assets for client cases • Work with law firm staff to streamline and contribute to law firm operations • Complete financial and insurance documents regarding client cases • Prepare and file compliance paperwork regarding business entities (corporations, LLCs, etc.) • Assist attorneys and paralegals in drafting business documents, such as Operating Agreements, written consents, and stock/membership certificates • Draft petitions and other court documents for probate and trust administration court cases • Prepare documents relating to trust administration cases